Investigation plan and report templates

Acas templates for a disciplinary or grievance investigation plan and report. Free to download and use.

Investigation plan

To help anyone investigating a disciplinary or grievance to set out:

  • the main issues
  • what information to gather
  • relevant witnesses
  • proposed time frames

Investigation plan template (Word version, 14KB)

Investigation plan template (OpenDocument Text format, 8KB)

Investigation report

To help anyone investigating a disciplinary or grievance to set out:

  • the terms of reference
  • the context of the investigation
  • witness statements
  • findings
  • recommendations, where they've been asked for them

Investigation report template (Word version, 15KB)

Investigation report template (OpenDocument Text format, 10KB)

Details

Find out more about investigations for disciplinary and grievance procedures

If you need the template in a different format, or you cannot download it, email digital@acas.org.uk